YorkBridge Wealth Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$11K | – | 517 |
|
|
2019
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 538 |
|
|
2019
Q1 | $11K | Hold |
400
| – | – | 0.01% | 577 |
|
|
2018
Q4 | $10K | Hold |
400
| – | – | 0.01% | 574 |
|
|
2018
Q3 | $11K | Hold |
400
| – | – | 0.01% | 596 |
|
|
2018
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 615 |
|
|
2018
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 616 |
|
|
2017
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $10K | Hold |
400
| – | – | 0.01% | 636 |
|
|
2017
Q2 | $10K | Hold |
400
| – | – | 0.01% | 628 |
|
|
2017
Q1 | $10K | Hold |
400
| – | – | 0.01% | 619 |
|
|
2016
Q4 | $9K | Buy |
+400
| New | +$9K | 0.01% | 614 |
|